PHILLIPS FINANCIAL MANAGEMENT, LLC

PHILLIPS FINANCIAL
FORT WAYNE, Indiana·13 registered advisors·CRD# 131344
SEC# 801-633431260-420-7732
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PHILLIPS FINANCIAL MANAGEMENT, LLC

13 registered advisors
Abigail Marie Bienz
FORT WAYNE, Indiana
Andrew William Parker
FORT WAYNE, Indiana
Ben Jason Langel
FORT WAYNE, Indiana
Brant W Gerber
FORT WAYNE, Indiana
Chad Lee Burch
FORT WAYNE, Indiana
Edward Bryan Martin
FORT WAYNE, Indiana
Erin Elizabeth Martin
FORT WAYNE, Indiana
Jeanine Marie Herold
FORT WAYNE, Indiana
Jennifer Anne Macaleese
FORT WAYNE, Indiana
Reed Paul Miller
FORT WAYNE, Indiana
Richard Lynn Phillips
FORT WAYNE, Indiana
Riley William Reimschisel
FORT WAYNE, Indiana
Shannon Hicks Hardiek
FORT WAYNE, Indiana
05

Office Locations

FORT WAYNE, Indiana
13 advisors

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Data sourced from SEC Form ADV filings. PHILLIPS FINANCIAL MANAGEMENT, LLC (CRD# 131344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.